DIRECT PHONE: 610-975-4305
Senior Vice President
Mr. Robertson is Senior Vice President of Pennsylvania Trust. In his role, Mr. Robertson administers estates, trusts, and investment accounts for high-net-worth clients as well as advising them on wealth planning and preservation strategies.
Prior to joining Pennsylvania Trust, Mr. Robertson worked as an investment officer at Wilmington Trust (1996 to 2001) and as a Vice President and Senior Relationship Manager (2010 to 2018). While there, he worked with large families, entrepreneurs, and business owners to protect, grow and pass on their wealth. After graduating from law school in 2004, Mr. Robertson passed the Pennsylvania and New Jersey bar exams and worked in private practice at White and Williams, LLP in their business department on complex tax, lending, and real estate issues.
Mr. Robertson previously served as a member of the board of the Delaware Foundation Reaching Citizens (DFRC) and the advisory board of the Financial and Legal Research Institute at Rutgers University (Camden).